They are answered by the XTRF community and our experts
We have a frequently occurring issue: vendors who already have a profile in our system will create a duplicate profile with a new email address, either because they forgot they already had an account, or because they didn't understand the system, or whatever other reason. Preventing this from happening seems very difficult; I don't know what criteria could be used to block existing users from creating a new profile, because they're using a different email when they do it; and trying to educate vendors on the subject isn't really viable, because we're not in contact with most of them until after the issue occurs. Anyway, we wanted to ask the Echo community and XTRF experts if there's anyone else who has experienced the same issue, and any ideas they have.
We are currently testing the 8.1 version of XTRF, which is hosted online by XTRF. When we login to a vendor's portal, the time it takes to access their profile takes a VERY long time (sometimes up to 3 minutes, also having to click 'Wait' for the page to continue to load). We have some companies (not freelancers) who are our vendors. They can handle many language combinations and may have multiple pricing profiles. It seems to take longer in these situations. Is this a common thing for people? Or could it be that we are in the test environment?
When is the update/renovation of the Vendor Portal planned? Will it still be part of 8.n or will we have to wait for 9.n?
So many good ideas on UE and it has to be the most frequented of the three portals because of the amount of VP users (vendors > clients > internal staff).
Some of the most pressing needs from our perspective are:
- VP API access
- Restriction of uploadable file types (both of delivery files and invoices), e.g. RTF or XLIFF for Bilingual and PDF for invoices
- Smart Views options to select displayed columns and default sorting
- Option as to where "Add Invoice" button(s) are displayed (currently both on Jobs and Invoice page)
- Control over which messages are displayed on job page (e.g. memoQ delivery instructions)
Can vendors check their overall evaluation on Vendor Portal? Is this planned? How could they check their evaluation on Vendor Portal?
It would be very helpful if we could customise the vendor portal to our needs, e.g. we would like certain custom fields to show in the vendor portal. We would also like the option to disable the invoicing space for our suppliers for now.
Is this something you could look in to?
We made some entries in the system, but we found out that when we send the PO to the Vendor, the project name is not visible.
The only information they receive is the project ID. Is it possible to include the project title as well in the PO in Vendor'portal?
I'm getting complaints about the usability of the vendor portal on mobile phones. It appears to be difficult to check and accept jobs.
Is this a common problem? Are there plans to make it more user-friendly?
All I found regarding the VP on smartphone was this old topic, but nothing seems to have come of it: https://xtrf.userecho.com/forums/1-product-development-ideas/topics/14-mobile-app-for-your-vendors/
None of XTRF portals have been designed for mobile platforms.
Having said that, we checked how selected areas behave on tablets and cells about two years ago.
The conclusion was: the bigger the screen, the better results you get when working with XTRF.
All the newer additions to the platform like Smart Projects or the Vendor Portal performed best in the test, but still had some glitches.
Please report to our Service Desk what concrete problems you get on mobile devices - providing us with info like Android/iOS and browser type would help greatly. We will not treat them with top priority but would certainly like to get rid of the most notorious ones. Thanks for your understanding!
Is there a way to see all pending vendor registrations? We often have vendors who think they have completed their registration on the portal, but when we search for them in XTRF we cannot find them. They only have started registering, but haven't completed the process. They do not realise that until we ask them again to register and they tell us they already did. Then we have to tell them to complete their registration, and they finally appear on XTRF.
Is there a report or something that can show all pending/uncompleted vendor registrations? As of today I have no idea how many tried to register, but failed.
It would be useful to be able to contact them and tell them something went wrong.
Is it possible to set up a custom note for all providers to see in Vendor Portal once they log in?
Like for example about the server down time.
I searched the guides and found HTML notes in Settings -> CRM - is that the right place? Where is that message going to be displayed?
Thank you in advance for any suggestions.
We are experiencing a few issues with XTRF.
1) DTP providers are classified as translators for all languages so they sometimes get translations requests. DTP should be added as a language or as a further service.
2) translators submit the invoice if the amount is 0 resulting in lost invoices. (especially with projects paid by target words).
3) it would be ideal to have a video from you guys where the functions of XTRF from a supplier's point of view are illustrated.
Customer support service by UserEcho